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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
851
Montecito Bank & Trust
California
$1.45M – – –
KPWS
852
Kestra Private Wealth Services
Texas
$1.45M +$275K +1,814 +23%
FFN
853
Focus Financial Network
Minnesota
$1.43M +$138K +914 +11%
ST
854
Smithfield Trust
Pennsylvania
$1.43M -$15.1K -100 -1%
IFS
855
Ifrah Financial Services
Arkansas
$1.42M -$142K -941 -9%
S
856
SimplyRich
California
$1.4M – – –
MFG
857
Merit Financial Group
Georgia
$1.4M -$196K -1,297 -12%
LWM
858
Lionsbridge Wealth Management
Florida
$1.39M -$7.27K -48 -0.5%
FIB
859
First Interstate Bank
Montana
$1.38M -$11.7K -77 -0.8%
LFAS
860
Level Four Advisory Services
Texas
$1.38M +$417K +2,752 +42%
MNBTD
861
Moody National Bank Trust Division
Texas
$1.37M -$303 -2 -0%
SEC
862
Seven Eight Capital
New York
$1.37M +$1.39M +9,183 New
PCH
863
PGIM Custom Harvest
New Jersey
$1.35M +$56.2K +371 +4%
BCM
864
Bayesian Capital Management
New York
$1.34M +$1.36M +9,000 New
CA
865
Callahan Advisors
Texas
$1.34M -$75.7K -500 -5%
HAG
866
HighPoint Advisor Group
Illinois
$1.34M +$16.7K +110 +1%
EH
867
Equitable Holdings
New York
$1.32M +$208K +1,371 +18%
ACM
868
Arcataur Capital Management
Wisconsin
$1.32M -$4.54K -30 -0.3%
DAS
869
Dynamic Advisor Solutions
Arizona
$1.32M +$50.9K +336 +4%
LC
870
Lindbrook Capital
California
$1.32M +$456K +3,010 +52%
FWCM
871
Ferguson Wellman Capital Management
Oregon
$1.31M – – –
WF
872
Wayfinding Financial
Washington
$1.31M -$605 -4 -0%
PA
873
Profund Advisors
Maryland
$1.31M -$63.9K -422 -5%
KFI
874
Key Financial Inc
Pennsylvania
$1.31M – – –
RIA
875
Regal Investment Advisors
Michigan
$1.31M +$67.4K +445 +5%
33 34
35
36 37